Filed August 24, 2017 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,147 | $48,076-24.8% | $78,689-54.1% | $62,891-42.5% |
| Participation rate | 90.6% | 65.2%+25.4pp | 73.6%+17.1pp | 69.3%+21.3pp |
| Annual return | 15.19% | 31.35%-16.2pp | 62.18%-47.0pp | 20.14%-5.0pp |
| Employer contribution / active EE | $4,192 | $2,015+108.1% | $2,851+47.1% | $2,281+83.8% |
| Participant deferral / active EE | $5,225 | $2,588+101.9% | $3,517+48.6% | $3,203+63.1% |
| Admin fee / account holder | $1,957 | $3,207-39.0% | $4,510-56.6% | $4,296-54.4% |